Demystifying the Technology Transformation Gap in Wealth Management
He offered delegates at the Hubbis Independent Wealth Management Forum his views on these questions.
FinTech
2618 articles found
Should asset managers be afraid of artificial intelligence?
The whole thing has become a joyful cacophony, alternating between utopian dreams and more or less orchestrated catastrophic gloom.
Colbr taps Powens for real-time wealth management
Colbr users will now benefit from an intuitive interface, making it a valuable tool among high-income Millennials.
Investment app Plum expands offering
In addition, Plum is introducing ‘Price Alerts’, which will allow customers to set target prices on stocks.
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
Backbase acquires digital wealth platform Nucoro
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
How wealth tech improvements will enhance this advisor's personalized service
'We'll spend less time on administration and more helping them get where they want to be'
Between Buffett and ChatGPT: Syz's Monchau on the future of AI
Charles-Henry Monchau talks about the artificial intelligence buzz gripping the industry and its impact on investment processes going forward.
Should wealth managers fear robo-advisory?
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
Avaloq Partners With World's Largest Asset Manager
Avaloq’s software will dock onto Blackrock’s investment engine Aladdin
Sygnum Singapore receives in-principle approval of Major Payment Institution Licence from the MAS
Sygnum Singapore further leverages the group’s regulated banking infrastructure, product portfolio and digital asset technology expertise
Success for Temenos at Global Private Banking Innovation Awards 2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager